Civic Intelligence

Optimal Wellness Education Foundation

EIN 81-2184911 • 501(c)3 • Elk River, MN

Profile

The purpose is to provide health education.

19592 Quinn Circle NWElk River, MN 55330

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$23,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

140%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$44,722

Up $26,096 (+140%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$44,722

Up $26,096 (+140%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Up

$100,493

Up $16,290 (+19%) from 2019

Expenses

Down

$74,397

Down $9,506 (-11%) from 2019

Net Income

Up

$26,096

Up $25,796 (+8599%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $10,964Liabilities 2017: $0Net Assets 2017: $10,9642017Assets 2018: $18,326Liabilities 2018: $0Net Assets 2018: $18,3262018Assets 2019: $18,626Liabilities 2019: $0Net Assets 2019: $18,6262019Assets 2020: $44,722Liabilities 2020: $0Net Assets 2020: $44,7222020

Highlighted filing

2020

Assets$44,722
Liabilities$0
Net Assets$44,722
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2017: $129,343Expenses 2017: $118,379Net Income 2017: $10,9642017Revenue 2018: $96,107Expenses 2018: $88,745Net Income 2018: $7,3622018Revenue 2019: $84,203Expenses 2019: $83,903Net Income 2019: $3002019Revenue 2020: $100,493Expenses 2020: $74,397Net Income 2020: $26,0962020

Highlighted filing

2020

Revenue$100,493
Expenses$74,397
Net Income$26,096
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,722
Liabilities
$0
Net assets
$44,722
Revenue
$100,493
Expenses
$74,397
Net income
$26,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.00$0.74$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.84$0.84$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.96$0.89$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.29$1.18$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$100,493
Mission and Program Overview

Mission

The purpose is to provide health education.

Program Services

DescriptionGrantsExpenses
PROVIDE HEALTHCARE EDUCATION THROUGH SEMINARS AND INDIVIDUAL MEETINGS$0$47,344
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA GUSEOfficer/Director-$23,000-$23,000
SHERRI RICKERDirector-$0--
SHAWN GUSEOfficer/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Optimal Wellness Education Foundation
EIN
81-2184911
Phone
7634255550
Address
19592 QUINN CIRCLE NW, ELK RIVER, MN 55330

Signing Officer

Name
Shawn Guse
Title
Officer
Phone
7634255550
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Simma Flottemesch & Orenstein Ltd
Address
901 MARQUETTE AVE SUITE 2800, MINNEAPOLIS, MN 55402
Preparer
David T Henderson
Phone
6123378100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: billing services. Amount: 1,796. Description: insurance. Amount: 714. Description: marketing. Amount: 1,830. Description: meals and entertainment. Amount: 990. Description: miscelleneous fees. Amount: 73. Description: office supplies and software. Amount: 1,169. Description: other business expenses. Amount: 1,715. Description: purchased labor and related. Amount: 6,251. Description: dues and membership. Amount: 230. Description: supplies and materials. Amount: 6,580. Description: consulting. Amount: 8,102. Total to form 990-ez, line 16: 29,450.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due to corporation. Beg. Of year amount: 18,626. End of year amount: 44,722.”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07634255550
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELK RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossReceiptsAmt0100493
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044722
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IRS990EZ/OccupancyRentUtltsAndMaintAmt019008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt123000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI RICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA GUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAWN GUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER/DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018626
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE IS TO PROVIDE HEALTH EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt071
IRS990EZ/ProgramServiceRevenueAmt081793
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HEALTHCARE EDUCATION THROUGH SEMINARS AND INDIVIDUAL MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt023000
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt047344
IRS990EZ/TotalRevenueAmt0100493
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0129343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0391446
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0410146
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129343
IRS990ScheduleA/Total509Grp/TotalAmt0410146
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129343
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0410146
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt044722
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0SHAWN GUSE OWNS GUSE CHIROPRACTIC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt010964
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OWNS 100%
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt044722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BILLING SERVICES. AMOUNT: 1,796. DESCRIPTION: INSURANCE. AMOUNT: 714. DESCRIPTION: MARKETING. AMOUNT: 1,830. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 990. DESCRIPTION: MISCELLENEOUS FEES. AMOUNT: 73. DESCRIPTION: OFFICE SUPPLIES AND SOFTWARE. AMOUNT: 1,169. DESCRIPTION: OTHER BUSINESS EXPENSES. AMOUNT: 1,715. DESCRIPTION: PURCHASED LABOR AND RELATED. AMOUNT: 6,251. DESCRIPTION: DUES AND MEMBERSHIP. AMOUNT: 230. DESCRIPTION: SUPPLIES AND MATERIALS. AMOUNT: 6,580. DESCRIPTION: CONSULTING. AMOUNT: 8,102. TOTAL TO FORM 990-EZ, LINE 16: 29,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO CORPORATION. BEG. OF YEAR AMOUNT: 18,626. END OF YEAR AMOUNT: 44,722.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN GUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07634255550
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMAL WELLNESS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0812184911
ReturnHeader/Filer/PhoneNum07634255550
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ReturnHeader/Filer/USAddress/CityNm0ELK RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391372509
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 MARQUETTE AVE SUITE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
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ReturnHeader/PreparerPersonGrp/PhoneNum06123378100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID T HENDERSON
ReturnHeader/ReturnTs02021-11-15T15:04:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUSE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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